JM Midcap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The largest portfolio holding is BHARAT FORGE LTD with a portfolio weight of 3.56% .
The fund currently owns more than 70 stocks.
The top 10 holdings account for 28.85% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 20.74% | 1.15% |
| 2 Year Return | 65.80% | 14.53% |
| 3 Year Return | N/A | 40.78% |
| 4 Year Return | N/A | 68.09% |
| 5 Year Return | N/A | 82.60% |
| 6 Year Return | N/A | 138.43% |
| 7 Year Return | N/A | 178.44% |
| Expense Ratio | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Materials |
3.56%
|
|
| 2 | Consumer Staples |
3.17%
|
|
| 3 | Consumer Staples |
3.06%
|
|
| 4 | Financials |
2.98%
|
|
| 5 | Financial Technologies (Fintech) |
2.90%
|
|
| 6 | Financials |
2.83%
|
|
| 7 | Consumer Electronics |
2.76%
|
|
| 8 | Consumer Discretionary |
2.76%
|
|
| 9 | Health Care |
2.44%
|
|
| 10 | Pharmaceuticals |
2.40%
|
|
| 11 | IT Consulting & Software |
2.33%
|
|
| 12 | Consumer Discretionary |
2.23%
|
AMC: JM FINANCIAL
Category: Equity • Mid Cap
Launch Date: 31 Oct 2022
Fund Manager: Mr. Deepak Gupta
Minimum Purchase: ₹1,000
Exit Load: If the units are redeemed/switched out on or before 180 days from the date of allotment - 1.00%. If the units are redeemed/switched out after 180 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
JM Midcap Fund - Direct Plan is managed by JM FINANCIAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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